advertisement

Certified Financial Planner Chad Lewis Elevated to Partner at 1893 Wealth Management

1893 Wealth Management, a member of the Northwestern Mutual Private Client Group, today announced the promotion of Chad S. Lewis, CFP®, to partner with the comprehensive financial planning firm.

"A combination of integrity, credibility, and expertise in the field of financial planning has made Chad a trusted advisor to our clients and a builder of our firm culture," said Chad M. McQuade, J.D., CLU®, private wealth advisor and founder of the firm. "With this new leadership role, we are delivering on our promise to clients that 1893 Wealth Management will be an elite planning firm for generations to come."

Lewis brings over ten years of experience developing client relationships through holistic planning and embracing operational principles that ensure an unparalleled client experience.

Upon graduation from the University of Colorado, he began his career as one of 12 people from across the country selected into a year-long financial representative career development program, learning from some of the country's best and brightest financial experts. After growing a practice in Northern California and starting a new firm in Boulder, Colorado, he moved to Chicago and joined 1893 Wealth Management in 2017.

With a focus on professional development, in 2021, he achieved the Certified Financial Planner® designation. He is continuing graduate studies in financial psychology and behavioral finance at Creighton University's Heider College of Business.

1893 Wealth Management is a comprehensive financial planning firm headquartered in Oak Brook, Illinois, serving clients nationwide. A member of the Northwestern Mutual Private Client Group, the team utilizes sophisticated planning tools and solutions to expertly guide clients through life's most critical decisions. Learn more www.1893wealth.com/

Article Comments
Guidelines: Keep it civil and on topic; no profanity, vulgarity, slurs or personal attacks. People who harass others or joke about tragedies will be blocked. If a comment violates these standards or our terms of service, click the "flag" link in the lower-right corner of the comment box. To find our more, read our FAQ.